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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,360 | $90,617-80.8% | $79,476-78.2% | $135,382-87.2% |
| Participation rate | 87.5% | 76.1%+11.4pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -10.01% | 977.57%-987.6pp | 718.21%-728.2pp | 519.77%-529.8pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,984 | $4,050+121.8% | $3,704+142.6% | $5,609+60.2% |
| Admin fee / account holder | $4,228 | $5,907-28.4% | $5,113-17.3% | $10,829-61.0% |